FourThought Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $116K | Sell |
1,728
-44
| -2% | -$2.95K | 0.02% | 405 |
|
|
2022
Q2 | $109K | Sell |
1,772
-98
| -5% | -$6.03K | 0.02% | 415 |
|
|
2022
Q1 | $126K | Sell |
1,870
-583
| -24% | -$39.3K | 0.02% | 419 |
|
|
2021
Q4 | $109K | Sell |
2,453
-7,438
| -75% | -$331K | 0.01% | 463 |
|
|
2021
Q3 | $640K | Sell |
9,891
-3,917
| -28% | -$253K | 0.09% | 170 |
|
|
2021
Q2 | $1.11M | Buy |
13,808
+4,673
| +51% | +$376K | 0.15% | 127 |
|
|
2021
Q1 | $621K | Sell |
9,135
-60
| -0.7% | -$4.08K | 0.09% | 171 |
|
|
2020
Q4 | $640K | Buy |
+9,195
| New | +$640K | 0.1% | 157 |
|